#Nonprofit토론 중인 항목 44개

Hi, is there a Help source or document on how to set up Benefit Schedules and Assignments in AFNP? I suppose there is the Trailhead information, but is that enough?

Hi All! I need your help understanding how we can integrate Google Form ( the website form is a Google form) with Salesforce (NPSP) if the customer is not interested in paying for an integration tool like Zapier. 

regards,  Preeti

Success Pack

Hi everyone,

We currently use Blackthorn Event Management for our virtual events (webinars with GoToWebinar, Zoom meetings) and in-person events. We’re looking to explore new event management tools and would appreciate any recommendations.

Key features we're looking for:

-Salesforce integration for attendee tracking

-No limit on registrations

-Easy setup for registration pages (customizable)

-QR code check-in app functionality

If anyone has experience with a tool that fits these needs, especially within the nonprofit organizations, I'd love to hear your suggestions!

Thank you!

Saw a notice today about a number of security changes happening with SF and the ones I have some questions on are around the new MFA prompting for when they run or view/export reports.  I know we can set a cool down period, but it looks like at least every 2 hours anyone looking at a report will need to redo MFA is that correct?  What about reports on dashboard, etc? Just wondering if anyone has any insight. Prepare for the upcoming Step-up Authentication requirements on Report Actions

I have been a SFDC since 1999 and have successfully completed multiple Org Swaps for clients that were backed into corners due to poor implementations or layers of Scar Tissue.    

In 27 years I have never had an AE forced the client to purchase more than 1 license (of equal level (EE, UE) to provision the new Org.    I have a situation now where a Non Profit Client (On UE NPSP) is being told by AE and his VP that the only way they will support an Org Swap is for the client to purchase 10 additional UE Sales Cloud Licenses in order for Ops to Provision the New Org.   

Is this the new Policy at SFDC?    In June, I just completed an Org Swap for another Non Profit and they had no similar requirement.    

Looking for other consultants, Partners, or SFDC folks to weigh in here.   Thanks 

#Nonprofit   

We are setting up our individual giving program, and not sure the best route to track our individual portfolios. Should we add them as a campaign or a custom field on the household accounts, (and list the fundraiser there)? What does everyone use? 

Hi,  I'm trying to create a flow so when we have a new donor (first donation, but may have an existing contact/account record), they receive a series of emails (3 in total).     I can see how to make it work if it is a one-off email, but not multiple emails.    I can create scheduled paths, but I can't figure out how to make the criteria so that it triggers only for a first-time donation.  I could use Get Elements and do it there, but then I can't do scheduled paths.  The drip campaign would be 1st email immediately, 2nd email 7 days later, 3rd email 14 days later.    I've been using the opportunity object. I have a field on there that shows "total gifts" similar to what npsp has on the account and contact objects.    I wasn't using contact or account object as the triggering object b/c we also have grants, DAFs, etc as opportunities so I  need to be able to only send it if the new donation record type is "donation" and not "grant" or "DAF", etc.    Has anyone done this before and how did you make it work.   

Hi everyone — reaching out to this community as I explore my next role.

I’m a CBAP-certified Business Analyst with 20+ years of experience across federal government, FinTech, and SaaS, and I also hold Salesforce Business Analyst and SAFe Agile certifications. My background includes Salesforce flows and SOQL, data mapping, UAT leadership, and compliance documentation, with growing hands-on experience in AI and automation tooling.

I’m open to Senior BA, Product Analyst, BA/PM Hybrid, and Product Owner roles. If you know of anything open, or are hiring, I’d love to connect — happy to share my background in more detail.

Thanks for reading, and good luck with your own searches too.